The Client Service Support Officer (CSSO) works within a CSO central team under the responsibility of a Client Service Support Manager (CSM). You will be the trusted partner and process and project expert who provide quality solutions and CSO representation that drive success for front office by allowing them to focus on their core business.
KEY RESPONSIBILITIES
- Management of account opening process provide support to Front Office for account opening documentation
- Perform independent callbacks for affirmation of client instructions or as directed by management
- Act as the point of contact for the Front Office Support operational queries from various stakeholders such as Relationship Managers, Client Service Officers and internal clients from Controls or Operation Departments
- Support the Account Closure Process
- Perform Level 1 KYC
- Support/Perform Front Office Control and Risk management duties
- Process and policy reviews
- Identify improvement areas, re-organizing workflows, design and implement business plans to smoothen Front Office processes
- Project management and stakeholder engagement for process remediation exercises and process changes
- Conduct presentations to stakeholders for initiatives managed by CSSN
- Support Business Risk Manager in risk management initiatives
- Possibly perform CSO Business Management duties
- Administrative duties as required
- Any other duties that are assigned by Management
KEY REQUIREMENTS
- University degree in any discipline with at least 3 - 5 years of relevant experience in a similar function, Private Banking experience will be an advantage
- Meticulous and accurate in executing work assigned with a strong risk control approach
- Demonstrates accountability and initiative.
- A problem solver who actively seeks solutions to resolve issues with demonstrable analytical skills
- Able to multi-task and work under time sensitive environment
- Excellent organizational skills
- Team player with the capability to work independently
- Excellent inter-personal skills
- Demonstration of appropriate values and behaviors including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.
